1. MEDHA RIJAL
E-Mail: medha91@yahoo.co.in
Contact: +91-7798619102, +91-7045591390
LinkedIn: https://www.linkedin.com/in/medha-rijal-7388ab79?trk=nav_responsive_tab_profile
A Goal-oriented professional having experience in sales at a retail and a wholesale level seeking to work
with a growth oriented organisation.
P R O F I L E S U M M A R Y
• A focussed and passionate professional having experience in the sales of different financial products at a retail and a
wholesale level.
• MBA from Symbiosis Institute Of Business Management (SIBM), Pune
• Go getter with strong communication, coordination & networking abilities
• Interned with Valuefy Private Limited, Pune
• Currently associated with Kotak Mahindra Bank Private Ltd and part of the sales team for Custody offerings &
Professional Clearing Member Services in the Banks & Financial Institutions Group.
O R G A N I Z A T I O N A L E X P E R I E N C E
Since May’15 Kotak Mahindra Bank Limited, Mumbai
Key Result Areas:
• Relationship Manager for the Financial Institutions Group: Part of the sales team for Custody and Professional
Clearing Member Services.
• Understanding and analyzing the different rules and regulations framed by SEBI and RBI for implementation of
Custody and Professional Clearing Member Services
• Deepening existing relationships and building new relationships with clients looking for Custodial Services
• Chartered Professional Accountant: Developed and nurtured relationships with different CPAs which boosted business
opportunities and resulted in acquisitions
• Data Mining: Carries out extensive research for spotting potential clients in geographies all around the world
• Gained an understanding of the UCITs rules and regulations governing the funds in Europe
• Has conducted research on topics such as Blockchains and Central Depository Securities
I N D U S T R I A L P R O J E C T S
Title: Account Opening of CSGL A/c for Kotak Professional Clearing Member Services
Organization: Kotak Mahindra Bank Private Limited
Key Learnings:
• Learnt about:
o The different processes and departments involved in opening a CSGL account
o The benefits of opening a CSGL account.
Title: Setting up of an Independent Banking Unit at Gujarat International Financial Tech City
Organization: Kotak Mahindra Bank Private Limited
Key Learnings:
• Learnt about:
o The rules and regulations put forward by SEBI and RBI
o The benefits of opening a branch at GIFT city
o The processes and specifics to be looked into while opening an account in an Independent Banking Unit
o The benefit of setting up a branch to different Foreign Portfolio Investors seeking Custody and
Professional Clearing Member Services
o Led to an approval granted for loans to be disbursed to different FPIs
I N T E R N S H I P
Title: Mutual fund Analyst & Marketing Intern
Organization Valuefy Private Limited, Pune
Key Result Areas:
o Carried out detailed industry research and analysis to identify and understand the Mutual fund market in
India.
o Valuefy had launched a mutual fund credit rating software which identified mutual funds on the basis of
different parameters such as the Sharpe ratio, the Jensen alpha ratio, the Sortino ratio and the Information
ratio.
o Responsible for independently meeting Independent Financial Advisors located in Pune and market the
mutual fund credit rating platform for Valuefy.

2. Title: Customer Service Intern
Organization Nepal Investment Bank Limited
Key Result Areas:
o Addressed Customer concerns and issues in a timely manner
o Processed various Customer banking transactions
o Marketed financial services and products to clients
o Identified fraudulent activities to prevent losses
Title: Volunteer at Infrastructure Building Program
Organization Samyak Shiksha Samuhua
Key Result Areas:
o Managed and supervised the Infrastructure Building Program carried out by the NGO
o Planned and organized awareness programs with regard to the use of toilets in villages
o Taught at Samyak Shiksha Vidyalaya, a school funded and run by the NGO
T R A I N I N G S
Title: Capital Markets, Kotak Mahindra Bank, 2016-2017
Title: Advanced Microsoft Excel and PowerPoint, Kotak Mahindra Bank, 2016-2017
Title: Overview of the Derivatives market, NSE, 2015-2016
Title: Valuations & Mergers & Acquisitions, SIBM, Pune, 2014-15
Title: Participant, Understanding Stock Markets, BSE Limited, SIBM Pune, 2013
P O S I T I O N O F R E S P O N S I B I L I T I E S / L E A D E R S H I P R O L E S
• Volunteer, Blood Donation, SIBM Pune,2014
• Volunteer, Transcend Promotions, SIBM Pune,2014
• Vice House Captain, Shigally Hill International Academy, 2006
• Junior School Prefect, Mussoorie International School, 2001
E D U C A T I O N
2015 MBA from SIBM, Pune, (Finance) affiliated to SIU 2.6/4
2012 BBA (Accountancy & Finance) from Symbiosis Centre of Management Studies, affiliated to SIU 3.1/4
2009 XII from Bishop Cotton Girls’ School, Bangalore, affiliated to I.S.C 87%
2007 X from Shigally Hill International Academy, Dehradun, affiliated to I.C.S.E 84%
E X T R A C U R R I C U L A R A C T I V I T I E S
• Assistant, Marketing Event,Symulate, Sympulse, 2011
• Participant, E waste management competition, Web Peripherals Ltd, Bangalore, 2008
• Best Actress, Intra School Competition, Shigally Hill International
Academy, 2006
P E R S O N A L D E T A I L S
Date of Birth: 17th
May, 1991
Permanent Address: 2nd
Floor, H 8, Green Park Main, New Delhi
Current Address: Mumbai
Languages: English, Hindi, and Nepali
Hobbies: Creative writing, acting and reading